How AI is Revolutionizing the Advisor-Client Journey with Eric Clarke
Summary:
Are you scrambling to keep pace with the AI revolution?
Kelly Waltrich sits down with Eric Clarke, a renowned influence in the financial services arena, to explore how AI is poised to transform the advisor-client journey.
Eric shares insights from his adventures, from sitting on multiple boards to advising companies on leveraging technology for growth. With AI still in its first inning, its potential to personalize client communication and scale advisory services is immense.
Kelly and Eric discuss:
- 04:08 The untapped potential of AI in the advisor-client journey
- 05:40 How Eric is staying on the AI cutting edge
- 10:31 Creative ways firms are starting to use AI
- 12:04 Why AI is shifting from back-office to front-office applications
- 12:58 What firms should look for in an AI analyst
- 18:50 How advisors can start leveraging AI today
- 20:19 Final advice: Don’t let AI pass you by
- And more
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About Our Guest:
Eric Clarke is the founding CEO of Orion Advisor Tech, launching the firm in 1999 to provide portfolio accounting software to help independent financial advisors scale their businesses. Eric retired as Orion’s CEO in 2023 and continues to serve as an active member of the Board of Directors.
Over Eric’s nearly 25 years of leadership, the firm grew and evolved into Orion Advisor Solutions – a premier provider of wealthtech solutions for fiduciary advisors. Today, Orion supports over five million technology accounts and thousands of independent advisory firms with an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.